Carroll Financial Associates’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Carroll Financial Associates’s Portfolio VONG Stock Details VONG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$81K	Hold	1,020	–	–	﹤0.01%	588
2021 Q3	$71K	Hold	1,020	–	–	﹤0.01%	641
2021 Q2	$71K	Hold	1,020	–	–	﹤0.01%	690
2021 Q1	$63K	Hold	1,020	–	–	﹤0.01%	709
2020 Q4	$63K	Hold	1,020	–	–	﹤0.01%	641
2020 Q3	$56K	Hold	1,020	–	–	﹤0.01%	630
2020 Q2	$50K	Hold	1,020	–	–	﹤0.01%	659
2020 Q1	$39K	Hold	1,020	–	–	﹤0.01%	631
2019 Q4	$46K	Hold	1,020	–	–	﹤0.01%	675
2019 Q3	$41K	Hold	1,020	–	–	﹤0.01%	664
2019 Q2	$41K	Hold	1,020	–	–	﹤0.01%	653
2019 Q1	$39K	Hold	1,020	–	–	﹤0.01%	612
2018 Q4	$34K	Hold	1,020	–	–	﹤0.01%	557
2018 Q3	$40K	Hold	1,020	–	–	﹤0.01%	552
2018 Q2	$37K	Hold	1,020	–	–	﹤0.01%	554
2018 Q1	$35K	Hold	1,020	–	–	﹤0.01%	554
2017 Q4	$35K	Hold	1,020	–	–	﹤0.01%	548
2017 Q3	$33K	Hold	1,020	–	–	﹤0.01%	560
2017 Q2	$31K	Buy	+1,020	New	+$30.7K	﹤0.01%	590

Other funds holding VONG

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Carroll Financial Associates's VONG Position: Q4 2021 in Review

Carroll Financial Associates held its Vanguard Russell 1000 Growth ETF (VONG) position steady in Q4 2021 at 1,020 shares worth $81K. The position accounts for ﹤0.01% of the portfolio, ranked #588.

Carroll Financial Associates first reported a position in VONG in Q2 2017 and has held it in 19 quarters since. 337 funds tracked by Wall St. Rank hold VONG as of Q4 2021.

Carroll Financial Associates held 1,020 shares of Vanguard Russell 1000 Growth ETF worth $81K as of Q4 2021.
Carroll Financial Associates left its Vanguard Russell 1000 Growth ETF share count unchanged in Q4 2021.
Vanguard Russell 1000 Growth ETF made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #588 holding.
Carroll Financial Associates first reported a position in Vanguard Russell 1000 Growth ETF in Q2 2017 and has held it in 19 quarters since.
337 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.